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Self Help Resources

Legal Basics Training Negotiation Basics Self Help Resources Work Flow Analytics Doc. Authoring/ Execution Playbooks/ Internal Client Tools Knowledge Harvest Client Cost Strategies Legal Dept. Service Charter Legal Dept. Mandate Special Project Management Escalation Procedures Needs Assessment Client Feedback/ Satisfaction Internal A udience T r aining Legal Services Request F orm A uthorised Clients Internal Client Engagement Contracting Basics Training Project Plan/ Case Studies Internal Client Line

What Is It

The Self Help Resources station focuses on enabling internal clients to resolve defined legal needs independently, without requiring direct legal involvement each time — while remaining fully aligned with legal policy and risk controls.

This station on the Internal Client Line  represents the most advanced expression of internal client enablement. It is not about “deflecting work” away from legal.

It is about industrialising legal capability so that routine, repeatable, and low-risk matters can be handled safely by the business.

In high-performing legal teams, self help resources are not optional add-ons. They are core delivery infrastructure.

Scope

The Self Help Resources station should enable legal to:

◼️ Identify Self-Service-Suitable Work: Target low-risk, repeatable scenarios.

◼️ Define Safe Boundaries: Clear guardrails on what can be done without legal.

◼️ Embed Legal Expertise into Tools: Encode approved positions and guidance.

◼️ Reduce Dependency on Legal: Free capacity for higher-value work.

◼️ Support Faster Business Execution: Eliminate unnecessary waiting.

◼️ Maintain Risk Control: Self help does not mean loss of oversight.

◼️ Integrate with Other Stations: Aligned with playbooks, training, and LSRFs.

◼️ Drive Consistency: Same answer every time.

◼️ Scale Legal Capability: Growth without linear headcount increases.

◼️ Continuously Improve: Tools evolve with insight and usage.

Universe of Self Help Tools

A mature self help ecosystem is multi-layered. Different tools serve different user needs and risk profiles:

◼️ Chatbots & AI Assistants: Front-line guidance and triage.

◼️ Checklists: Task-based execution support.

◼️ Playbooks: Structured guidance for common scenarios.

◼️ Self-Serve Training Modules: Short, targeted learning at point of need.

◼️ How-To Guides: Step-by-step execution instructions.

◼️ Pre-Approved Templates: Documents with locked legal positions.

◼️ Smart Schedules: Schedules that drive intuitive high quality completion.

◼️ Decision Trees: Guided legal decision pathways.

◼️ FAQs: Plain-English answers to recurring questions.

◼️ Legal Knowledge Hubs: Centralised resource libraries.

◼️ Automated Forms: Guided data capture and document generation.

◼️ Expert Directories: Clear routing when escalation is required.

◼️ Policy Summaries: Simplified explanations of legal rules.

◼️ Embedded Guidance: Contextual help within business systems.

Each tool reduces friction without eroding legal control.

Resource Status

The Self Help Resources station is considered a Repeater and a  Specialist resource within the GLS Legal Operations model.

A Foundational Resource: Is responsible for determining the overall performance capabilities of a “critical” legal function. If it is not optimised, the function can never be optimised. 

A Repeater Resource: Supports the performance of multiple "critical" legal functions and as such represents a "ripple effect" productivity intervention point. 

A Specialist Resource: Is responsible for driving the performance of a very specific part of an individual legal function. Its productivity contribution is limited to that single legal function. 

Best Practice Features

Best practice Self Help Resources demonstrate:

◼️ Clear Eligibility Rules: What can and cannot be self-served.

◼️ Policy Alignment: Tools reflect approved legal positions.

◼️ Client-Centric Design: Built for non-lawyers.

◼️ Embedded Escalation: Easy path to legal when needed.

◼️ Consistency: Same outcome regardless of user.

◼️ Accessibility: Easy to find and use.

◼️ Lifecycle Governance: Content reviewed and refreshed.

◼️ Usage Analytics: Adoption and effectiveness measured.

◼️ Security Controls: Appropriate access management.

◼️ Leadership Endorsement: Reinforced as the default way to work.

Business Value

Self Help Resources deliver business value by:

◼️ Accelerating Execution: Work progresses without delay.

◼️ Reducing Friction: Fewer unnecessary legal touchpoints.

◼️ Lowering Risk: Guardrails prevent error.

◼️ Empowering Teams: Confidence to act independently.

◼️ Improving Consistency: Predictable outcomes.

◼️ Reducing Cost: Lower internal and external legal spend.

◼️ Supporting Growth: Scale without legal bottlenecks.

◼️ Improving Satisfaction: Legal feels enabling, not obstructive.

◼️ Enhancing Governance: Policy is operationalised.

◼️ Improving Productivity: Less waiting, more doing.

Who Needs It

Self Help Resources are essential for:

◼️ Commercial & Sales Teams

◼️ Procurement Teams

◼️ Operations Teams

◼️ Project & Transformation Teams

◼️ Product & Marketing Teams

◼️ Finance Teams

◼️ People & HR Teams

◼️ Risk & Compliance Functions

◼️ Legal Operations Teams

◼️ All Internal Clients

Productivity Consequences

Where Self Help Resources are absent or underdeveloped, organisations experience:

◼️ Legal Bottlenecks: Everything queues with legal.

◼️ Slow Execution: Business waits unnecessarily.

◼️ Inconsistent Outcomes: Advice varies by lawyer.

◼️ Higher Risk: Uncontrolled workarounds emerge.

◼️ Burnout: Legal teams are overloaded.

◼️ Poor Scale: Growth breaks the model.

◼️ Low Policy Adoption: Guidance is ignored.

◼️ Client Frustration: Legal is seen as a blocker.

◼️ Missed Automation: No structured inputs.

◼️ Stalled Performance: Maturity plateaus.

Tech Implications

Supporting Self Help Resources requires:

◼️ Knowledge Platforms: Centralised access.

◼️ AI & Chatbot Capabilities: Guided support.

◼️ TemplateClause Controls: Locked positions.

◼️ Workflow Integration: Embedded at point of need.

◼️ Usage Analytics: Measure impact.

◼️ Access Controls: Role-based visibility.

◼️ Scalability: Enterprise-wide deployment.

◼️ Security: Protection of legal content.

◼️ Content Governance: Controlled updates.

◼️ Change Enablement: Continuous evolution.

What Next?

The GLS Legal Operations Centre

The GLS Legal Operations Centre

Register to access your complimentary Day 1 Resource Stack packed with legal team performance resources.

 

GLS Ultimate Guide To Legal Operations

GLS Ultimate Guide To Legal Operations

Download this and read it thoroughly and regularly. It is a wonderful transformation companion.

 

Book A No-Obligation Consultation

Book A No-Obligation Consultation

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GLS Legal Transformation Boot Camp

GLS Legal Transformation Boot Camp

Our hugely successful, 10-week long, email-based boot camp on how to effectively transform your legal team.

 

GLS Connect Zone / Intelligence Feed

GLS Connect Zone / Intelligence Feed

Visit the GLS Connect Zone and select the intelligence feed that you would like to receive from us.

 

The GLS Legal Transformation Plans

The GLS Legal Transformation Plans

Mitigate the risks of transformation failure by partnering us and taking a GLS Transformation Support Plan.

 

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